Morgan Stanley
MS- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000895421
In the last 90 days, Morgan Stanley insiders filed 0 open-market purchases and 3 sales; 2,746 institutions reported holding it in 13F filings for Q2 2026, worth $281.7B in total; superinvestors Viking Global Investors and Soros Fund Management hold it.
Other share classesMS.PAMS.PEMS.PFMS.PIMS.PKMS.PLMS.POMS.PPMS.PQ
13F holders, Q1 2024
Institutional positions in Morgan Stanley as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,799
- +67 vs. Q4 2023
- Shares held
- 1.36B
- −16.6M (−1.2%) vs. Q4 2023
- Total value
- $127.8B
- −$415.5M (−0.3%) vs. Q4 2023
- New holders
- 175
- 703 more added
- Sold out
- 108
- 682 more reduced
29 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,746 | $281.7B |
| Q1 2026 | 2,514 | $218.0B |
| Q4 2025 | 2,533 | $239.4B |
| Q3 2025 | 2,266 | $211.9B |
| Q2 2025 | 2,209 | $190.6B |
| Q1 2025 | 2,104 | $159.1B |
| Q4 2024 | 2,118 | $170.9B |
| Q3 2024 | 1,875 | $141.1B |
| Q2 2024 | 1,829 | $131.2B |
| Q1 2024 | 1,799 | $127.8B |
| Q4 2023 | 1,761 | $128.3B |
| Q3 2023 | 1,671 | $112.7B |
| Q2 2023 | 1,689 | $118.7B |
| Q1 2023 | 1,674 | $124.1B |
| Q4 2022 | 1,682 | $120.2B |
| Q3 2022 | 1,586 | $112.7B |
| Q2 2022 | 1,607 | $109.6B |
| Q1 2022 | 1,673 | $129.1B |
| Q4 2021 | 1,716 | $146.9B |
| Q3 2021 | 1,592 | $148.8B |
| Q2 2021 | 1,550 | $143.7B |
| Q1 2021 | 1,516 | $123.7B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Group Investment Management Pte. Ltd. | 5,943 | $559.6K | 0.10% | −4,422−42.7% | Reduced |
| Clearstead Advisors, LLC | 5,674 | $559.3K | 0.03% | +116+2.1% | Added |
| Nicholas Hoffman & Company, LLC. | 5,922 | $557.6K | 0.03% | −816−12.1% | Reduced |
| Legacy Financial Advisors, Inc. | 5,894 | $555.0K | 0.10% | +72+1.2% | Added |
| Strategic Investment Advisors | 5,873 | $553.0K | 0.07% | +1,340+29.6% | Added |
| STAR Financial Bank | 5,840 | $549.9K | 0.47% | −25−0.4% | Reduced |
| Berger Financial Group, Inc | 5,824 | $548.4K | 0.05% | −308−5.0% | Reduced |
| Chapin Davis, Inc. | 5,814 | $547.4K | 0.20% | −204−3.4% | Reduced |
| Westover Capital Advisors, LLC | 5,803 | $546.4K | 0.16% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 5,800 | $546.1K | 0.03% | −291,553−98.0% | Reduced |
| Wharton Business Group, LLC | 5,789 | $545.0K | 0.03% | −150−2.5% | Reduced |
| Heritage Wealth Advisors | 5,773 | $543.6K | 0.02% | +7+0.1% | Added |
| Capital Square, LLC | 5,759 | $542.3K | 0.38% | 00.0% | Unchanged |
| Wealth Effects LLC | 5,756 | $542.0K | 0.20% | 00.0% | Unchanged |
| Lake Street Financial LLC | 5,756 | $542.0K | 0.07% | −390−6.3% | Reduced |
| Catalyst Financial Partners LLC | 6,005 | $540.9K | 0.14% | +180+3.1% | Added |
| Rosenblum Silverman Sutton S F Inc | 5,742 | $540.7K | 0.15% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 5,721 | $538.7K | 0.09% | +1,025+21.8% | Added |
| Calton & Associates, Inc. | 5,719 | $538.5K | 0.26% | +967+20.3% | Added |
| Bank of Nova Scotia Trust Co | 5,700 | $536.7K | 0.06% | +168+3.0% | Added |
| Aaron Wealth Advisors | 5,699 | $536.6K | 0.08% | +1,427+33.4% | Added |
| Pacitti Group Inc. | 5,694 | $536.2K | 0.29% | −475−7.7% | Reduced |
| Legacy Capital Group California, Inc. | 5,689 | $535.7K | 0.20% | −216−3.7% | Reduced |
| Moneta Group Investment Advisors LLC | 5,660 | $532.9K | 0.01% | −4,318−43.3% | Reduced |
| LS Investment Advisors, LLC | 5,650 | $532.0K | 0.08% | +100+1.8% | Added |
| Curbstone Financial Management Corp | 5,632 | $530.3K | 0.11% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 5,597 | $527.0K | 0.12% | −2,250−28.7% | Reduced |
| Kingsview Wealth Management, LLC | 5,574 | $524.8K | 0.01% | −688−11.0% | Reduced |
| Eads & Heald Wealth Management | 5,567 | $524.0K | 0.24% | +19+0.3% | Added |
| McDonald Partners LLC | 5,556 | $523.2K | 0.14% | −428−7.2% | Reduced |
| Bahl & Gaynor Inc | 5,545 | $522.1K | 0.00% | +99+1.8% | Added |
| Syon Capital LLC | 5,527 | $520.4K | 0.05% | +213+4.0% | Added |
| Gratus Capital LLC | 5,492 | $517.1K | 0.02% | +5,492 | New |
| Financial Advisors, LLC | 5,476 | $515.6K | 0.11% | 00.0% | Unchanged |
| PDS Planning, Inc | 5,474 | $515.4K | 0.05% | +359+7.0% | Added |
| Mach-1 Financial Group, Inc. | 5,473 | $515.3K | 0.39% | −11,405−67.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,457 | $513.8K | 0.01% | −1,062−16.3% | Reduced |
| Adirondack Trust Co | 5,453 | $513.4K | 0.21% | −79−1.4% | Reduced |
| First American Trust, FSB | 5,442 | $512.4K | 0.05% | +5,442 | New |
| Gryphon Financial Partners LLC | 5,417 | $510.1K | 0.08% | −9,322−63.2% | Reduced |
| Lindbrook Capital, LLC | 5,370 | $505.6K | 0.05% | +184+3.5% | Added |
| Canopy Partners, LLC | 5,357 | $504.4K | 0.25% | +1,210+29.2% | Added |
| Hexagon Capital Partners LLC | 5,336 | $502.5K | 0.11% | +555+11.6% | Added |
| Cambridge Trust Co | 5,335 | $502.3K | 0.02% | +198+3.9% | Added |
| RSM US Wealth Management LLC | 5,331 | $501.9K | 0.01% | +291+5.8% | Added |
| One River Asset Management, LLC | 5,330 | $501.9K | 0.16% | +5,330 | New |
| Northern Financial Advisors Inc | 5,308 | $499.8K | 0.39% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 5,782 | $498.4K | 0.07% | 00.0% | Unchanged |
| Graypoint LLC | 5,290 | $498.1K | 0.04% | −315−5.6% | Reduced |
| Advisors Capital Management, LLC | 5,272 | $496.0K | 0.01% | −733−12.2% | Reduced |
| Main Street Financial Solutions, LLC | 5,260 | $495.3K | 0.05% | +445+9.2% | Added |
| Integris Wealth Management, LLC | 5,231 | $492.5K | 0.14% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 4,960 | $487.5K | 0.14% | −387−7.2% | Reduced |
| Silvia McColl Wealth Management, LLC | 5,315 | $487.1K | 0.42% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 5,144 | $484.4K | 0.04% | +2,500+94.6% | Added |
| BKD Wealth Advisors, LLC | 5,118 | $481.9K | 0.01% | +1,442+39.2% | Added |
| Willner & Heller, LLC | 5,117 | $481.8K | 0.48% | +108+2.2% | Added |
| Colonial River Wealth Management, LLC | 5,117 | $481.8K | 0.27% | +839+19.6% | Added |
| Ausdal Financial Partners, Inc. | 5,114 | $481.5K | 0.06% | −277−5.1% | Reduced |
| Strategic Financial Services, Inc, | 5,082 | $478.5K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 5,076 | $478.0K | 0.02% | +231+4.8% | Added |
| BluePath Capital Management, LLC | 5,067 | $477.1K | 0.37% | +1,134+28.8% | Added |
| Boston Financial Mangement LLC | 5,048 | $475.3K | 0.02% | −467−8.5% | Reduced |
| Arcataur Capital Management LLC | 5,047 | $475.2K | 0.17% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,033 | $473.9K | 0.05% | +931+22.7% | Added |
| Northeast Financial Consultants Inc | 5,025 | $473.2K | 0.02% | −5,115−50.4% | Reduced |
| SlateStone Wealth, LLC | 5,017 | $472.0K | 0.05% | +232+4.8% | Added |
| Zions Bancorporation, N.A. | 5,008 | $471.6K | 0.03% | +852+20.5% | Added |
| DRW Securities, LLC | 5,006 | $471.4K | 0.03% | −17,329−77.6% | Reduced |
| Glaxis Capital Management, LLC | 5,000 | $470.8K | 0.88% | +5,000 | New |
| Peoples Bank | 4,980 | $468.9K | 0.26% | −200−3.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 4,978 | $468.7K | 0.02% | +33+0.7% | Added |
| Foster Dykema Cabot & Partners, LLC | 4,968 | $467.8K | 0.04% | 00.0% | Unchanged |
| Everpar Advisors LLC | 4,961 | $467.1K | 0.28% | −4,704−48.7% | Reduced |
| Davis R M Inc | 4,948 | $465.9K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 4,936 | $464.8K | 0.24% | +918+22.8% | Added |
| Bell Bank | 4,920 | $463.3K | 0.04% | −113−2.2% | Reduced |
| Arkadios Wealth Advisors | 4,912 | $462.5K | 0.04% | −337−6.4% | Reduced |
| Evexia Wealth LLC | 5,363 | $462.2K | 0.19% | −38,556−87.8% | Reduced |
| Addison Advisors LLC | 4,904 | $461.8K | 0.16% | +78+1.6% | Added |
| Pinnacle Bancorp, Inc. | 4,900 | $461.4K | 0.14% | −548−10.1% | Reduced |
| Resonant Capital Advisors, LLC | 4,897 | $461.1K | 0.04% | +2,346+92.0% | Added |
| Evernest Financial Advisors, LLC | 5,053 | $458.1K | 0.22% | +849+20.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $458.0K | 0.00% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 4,856 | $457.3K | 0.03% | −181−3.6% | Reduced |
| Green Harvest Asset Management LLC | 4,845 | $456.2K | 0.01% | +4,845 | New |
| Mosley Wealth Management | 4,840 | $455.7K | 0.43% | −136−2.7% | Reduced |
| Rogco, LP | 4,834 | $455.2K | 0.19% | +570+13.4% | Added |
| Plato Investment Management Ltd | 4,784 | $450.5K | 0.05% | +2,856+148.1% | Added |
| Childress Capital Advisors, LLC | 4,768 | $449.0K | 0.13% | −315−6.2% | Reduced |
| BSW Wealth Partners | 4,728 | $445.2K | 0.08% | −682−12.6% | Reduced |
| Insight 2811, Inc. | 4,722 | $444.6K | 0.23% | +20+0.4% | Added |
| One Wealth Advisors, LLC | 4,686 | $441.2K | 0.08% | +2,002+74.6% | Added |
| Pekin Hardy Strauss, Inc. | 4,660 | $438.8K | 0.06% | −8,475−64.5% | Reduced |
| Mosaic Family Wealth Partners, LLC | 4,646 | $437.5K | 0.07% | −166−3.4% | Reduced |
| Marcum Wealth, LLC | 4,622 | $435.2K | 0.04% | +148+3.3% | Added |
| Smartleaf Asset Management LLC | 4,627 | $432.6K | 0.08% | +1,827+65.3% | Added |
| Exencial Wealth Advisors, LLC | 4,588 | $432.0K | 0.02% | +564+14.0% | Added |
| GM Advisory Group, Inc. | 4,583 | $431.5K | 0.03% | −969−17.5% | Reduced |
| Renaissance Investment Group LLC | 4,550 | $428.4K | 0.10% | −2,790−38.0% | Reduced |